Position in FRT
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$7,263,383
+$1,497,019 QoQ
Shares Held
68,387
+19.5% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 3.1248629125418574.ToString("F0")%
Shared 0.ToString("F0")%
None 96.87513708745814.ToString("F0")%
Common Shares in FRT Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026CWM, LLC holds $33,109,612 across 26 REIT - Retail names. FRT ranks #3 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNN |
Nnn REIT, Inc.
|
194,402 | $8,170,716 | |
| 2 | O |
Realty Income Corp
|
132,521 | $8,107,634 | |
| 3 | FRT |
Federal Realty Investment Trust
This page
|
68,387 | $7,263,383 | |
| 4 | SPG |
Simon Property Group Inc.
|
22,262 | $4,152,530 | |
| 5 | PECO |
Phillips Edison & Company, Inc.
|
26,631 | $996,532 | |
| 6 | REG |
Regency Centers Corp
|
8,860 | $670,347 | |
| 7 | GTY |
Getty Realty Corp /Md/
|
17,160 | $545,688 | |
| 8 | CBL |
Cbl & Associates Properties Inc
|
13,495 | $518,612 |
All Filings in FRT
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,263,383 | 68,387 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,766,364 | 57,206 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,122,475 | 30,821 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $566,900 | 5,968 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $106,623 | 1,090 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $141,728 | 1,266 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $128,881 | 1,121 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $102,080 | 1,011 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $93,848 | 919 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $112,839 | 1,095 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $95,433 | 1,053 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $88,641 | 916 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $134,902 | 1,365 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $84,873 | 840 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $90,390 | 1,003 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $91,814 | 959 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||